Practice Areas

We are committed to providing professional and flexible planning solutions in the following areas:

  • Wealth Building 
  • Tax efficiencies (“tax-smart investing”) 
  • Education savings planning 
  • Retirement planning 
  • Risk management solutions (life insurance, disability insurance, critical illness insurance and health insurance) 
  • Business continuation and succession planning 
  • Estate planning

Insurance products offered through IPC Estate Services Inc.